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Financial ADVSR advisor directory · SEC adviser records

Peterson Wealth Advisors, LLC financial advisors in Utah

Every SEC-registered investment adviser representative at a Peterson Wealth Advisors, LLC office in Utah, by city and A to Z.

The short answer

13 registered advisors work at Peterson Wealth Advisors, LLC in Utah, out of 13 nationwide; it's the firm's number 1 state by advisors, and the most are in Orem (13). 4 list the CFP designation and 0 are also registered broker representatives.

Peterson Wealth Advisors, LLC advisors by city in Utah

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Orem 13

Peterson Wealth Advisors, LLC advisors in Utah, A to Z

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Questions

How many Peterson Wealth Advisors, LLC financial advisors are in Utah?

13 investment adviser representatives are registered at Peterson Wealth Advisors, LLC offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 13 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Where in Utah does Peterson Wealth Advisors, LLC have the most advisors?

Orem, with 13. Peterson Wealth Advisors, LLC has advisors in 1 city in Utah.

How do I check a Peterson Wealth Advisors, LLC advisor in Utah?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Peterson Wealth Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.